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化石集团（FOSL）与Ribbon Communications Inc.（RBBN）财务数据对比。点击上方公司名可切换其他公司
化石集团的季度营收约是Ribbon Communications Inc.的1.7倍（$270.2M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs -14.8%，领先69.6%），Ribbon Communications Inc.同比增速更快（-10.3% vs -21.1%），过去两年Ribbon Communications Inc.的营收复合增速更高（-8.1% vs -11.4%）
化石集团是1984年成立的美国时尚设计制造企业，总部位于得克萨斯州理查森。集团旗下拥有Fossil、Relic、Michele Watch、Skagen、Zodiac Watches等多个品牌，同时也为宝马、彪马、阿玛尼、迈克高仕、DKNY等多个知名品牌代工生产授权配饰。
睿宾通信公司（Ribbon Communications Inc.）主要为电信运营商、企业及关键基础设施领域提供软件、IP与光网络解决方案。公司于2017年由Genband与Sonus Networks合并成立，总部位于美国得克萨斯州普莱诺，是一家上市科技企业。
FOSL vs RBBN — 直观对比
营收规模更大
FOSL
是对方的1.7倍
$162.6M
营收增速更快
RBBN
高出10.8%
-21.1%
净利率更高
RBBN
高出69.6%
-14.8%
两年增速更快
RBBN
近两年复合增速
-11.4%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $270.2M | $162.6M |
| 净利润 | $-40.0M | $89.1M |
| 毛利率 | 49.0% | 42.9% |
| 营业利润率 | -8.0% | 37.6% |
| 净利率 | -14.8% | 54.8% |
| 营收同比 | -21.1% | -10.3% |
| 净利润同比 | -257.8% | — |
| 每股收益（稀释后） | $-0.76 | $0.50 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收FOSLRBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $270.2M | $227.3M | ||
| Q3 25 | $220.4M | $215.4M | ||
| Q2 25 | $233.3M | $220.6M | ||
| Q1 25 | — | $181.3M | ||
| Q4 24 | $342.3M | $251.4M | ||
| Q3 24 | $287.8M | $210.2M | ||
| Q2 24 | $260.0M | $192.6M |
净利润FOSLRBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $-40.0M | — | ||
| Q3 25 | $-2.1M | $-12.1M | ||
| Q2 25 | $-17.9M | $-11.1M | ||
| Q1 25 | — | $-26.2M | ||
| Q4 24 | $-11.2M | — | ||
| Q3 24 | $-31.9M | $-13.4M | ||
| Q2 24 | $-38.8M | $-16.8M |
毛利率FOSLRBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 49.0% | 53.3% | ||
| Q3 25 | 57.5% | 50.1% | ||
| Q2 25 | 61.3% | 49.6% | ||
| Q1 25 | — | 45.4% | ||
| Q4 24 | 53.9% | 55.7% | ||
| Q3 24 | 49.4% | 52.1% | ||
| Q2 24 | 52.6% | 50.8% |
营业利润率FOSLRBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | -8.0% | 4.1% | ||
| Q3 25 | 3.9% | 1.3% | ||
| Q2 25 | -2.9% | 1.9% | ||
| Q1 25 | — | -10.8% | ||
| Q4 24 | -4.8% | 13.2% | ||
| Q3 24 | -8.5% | -0.4% | ||
| Q2 24 | -13.1% | -1.0% |
净利率FOSLRBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | -14.8% | — | ||
| Q3 25 | -1.0% | -5.6% | ||
| Q2 25 | -7.7% | -5.0% | ||
| Q1 25 | — | -14.5% | ||
| Q4 24 | -3.3% | — | ||
| Q3 24 | -11.1% | -6.4% | ||
| Q2 24 | -14.9% | -8.7% |
每股收益（稀释后）FOSLRBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $-0.76 | $0.50 | ||
| Q3 25 | $-0.04 | $-0.07 | ||
| Q2 25 | $-0.33 | $-0.06 | ||
| Q1 25 | — | $-0.15 | ||
| Q4 24 | $-0.15 | $0.05 | ||
| Q3 24 | $-0.60 | $-0.08 | ||
| Q2 24 | $-0.73 | $-0.10 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $79.2M | $67.6M |
| 总债务越低越好 | $169.1M | — |
| 股东权益账面价值 | $112.6M | $419.1M |
| 总资产 | $701.0M | — |
| 负债/权益比越低杠杆越低 | 1.50× | — |
8季度趋势，按日历期对齐
现金及短期投资FOSLRBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $79.2M | $96.4M | ||
| Q3 25 | $109.9M | $74.8M | ||
| Q2 25 | $78.3M | $60.5M | ||
| Q1 25 | — | $71.2M | ||
| Q4 24 | $123.6M | $87.8M | ||
| Q3 24 | $106.3M | $37.2M | ||
| Q2 24 | $104.9M | $64.6M |
总债务FOSLRBBN
| Q1 26 | — | — | ||
| Q4 25 | $169.1M | $342.1M | ||
| Q3 25 | $165.6M | $344.3M | ||
| Q2 25 | $167.2M | $346.5M | ||
| Q1 25 | — | $347.4M | ||
| Q4 24 | $162.7M | $348.3M | ||
| Q3 24 | $173.4M | $349.1M | ||
| Q2 24 | $156.5M | $350.0M |
股东权益FOSLRBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $112.6M | $449.0M | ||
| Q3 25 | $150.3M | $360.1M | ||
| Q2 25 | $140.6M | $370.4M | ||
| Q1 25 | — | $381.8M | ||
| Q4 24 | $148.7M | $404.6M | ||
| Q3 24 | $164.4M | $395.5M | ||
| Q2 24 | $189.6M | $405.0M |
总资产FOSLRBBN
| Q1 26 | — | — | ||
| Q4 25 | $701.0M | $1.2B | ||
| Q3 25 | $704.5M | $1.1B | ||
| Q2 25 | $686.0M | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $763.6M | $1.2B | ||
| Q3 24 | $812.4M | $1.1B | ||
| Q2 24 | $785.7M | $1.1B |
负债/权益比FOSLRBBN
| Q1 26 | — | — | ||
| Q4 25 | 1.50× | 0.76× | ||
| Q3 25 | 1.10× | 0.96× | ||
| Q2 25 | 1.19× | 0.94× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | 1.09× | 0.86× | ||
| Q3 24 | 1.06× | 0.88× | ||
| Q2 24 | 0.83× | 0.86× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $-22.2M | — |
| 自由现金流经营现金流 - 资本支出 | $-22.5M | — |
| 自由现金流率自由现金流/营收 | -8.3% | — |
| 资本支出强度资本支出/营收 | 0.1% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-46.0M | — |
8季度趋势，按日历期对齐
经营现金流FOSLRBBN
| Q1 26 | — | — | ||
| Q4 25 | $-22.2M | $29.2M | ||
| Q3 25 | $9.4M | $26.5M | ||
| Q2 25 | $-60.4M | $-795.0K | ||
| Q1 25 | — | $-3.5M | ||
| Q4 24 | $30.5M | $61.8M | ||
| Q3 24 | $-22.8M | $-14.8M | ||
| Q2 24 | $38.4M | $-9.8M |
自由现金流FOSLRBBN
| Q1 26 | — | — | ||
| Q4 25 | $-22.5M | $27.3M | ||
| Q3 25 | $8.6M | $21.0M | ||
| Q2 25 | $-60.6M | $-6.5M | ||
| Q1 25 | — | $-15.7M | ||
| Q4 24 | $28.5M | $53.8M | ||
| Q3 24 | $-24.1M | $-23.7M | ||
| Q2 24 | $36.6M | $-12.9M |
自由现金流率FOSLRBBN
| Q1 26 | — | — | ||
| Q4 25 | -8.3% | 12.0% | ||
| Q3 25 | 3.9% | 9.7% | ||
| Q2 25 | -26.0% | -2.9% | ||
| Q1 25 | — | -8.7% | ||
| Q4 24 | 8.3% | 21.4% | ||
| Q3 24 | -8.4% | -11.3% | ||
| Q2 24 | 14.1% | -6.7% |
资本支出强度FOSLRBBN
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 0.9% | ||
| Q3 25 | 0.4% | 2.6% | ||
| Q2 25 | 0.1% | 2.6% | ||
| Q1 25 | — | 6.7% | ||
| Q4 24 | 0.6% | 3.2% | ||
| Q3 24 | 0.4% | 4.2% | ||
| Q2 24 | 0.7% | 1.6% |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
FOSL
| Transferred At Point In Time | $109.7M | 41% |
| Traditional Watches | $91.3M | 34% |
| Other | $50.8M | 19% |
| Leathers | $9.5M | 4% |
| Jewelry | $4.0M | 1% |
| Smartwatches | $3.3M | 1% |
| Products Other | $1.6M | 1% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
